Broadcom Increases AI Revenues by 77% Again - Newly Acquired Hyperscalers Could Enhance the $60-90 Billion Opportunity by 2027!

Broadcom increases AI revenues from chips and switches by 77% to $4.1 billion and expects an increase to $4.4 billion in Q2 as well. Three hyperscalers provide a revenue opportunity of $60-90 billion by the end of 2027 with AI clusters, each containing 1 million XPUs. Four new customers with close collaboration are not included. The high-margin infrastructure business benefits from the VMware acquisition and the transition from perpetual licenses to subscriptions, increasing by 47%. Broadcom manages to outperform its direct competitor...